SCHD vs WSGE
Schwab US Dividend Equity ETF vs Warren Street Global Equity ETF
Which is better, SCHD or WSGE?
Large Cap Value against Large Cap Blend.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SCHD | WSGE |
|---|---|---|
| Expense Ratio | 0.06%Best | 0.80% |
| AUM | $112.2B | $62M |
| Dividend Yield | 3.13% | 0.24% |
| Holdings | 103 | 137 |
| YTD Return | +26.13%Best | +14.36% |
| 1Y Return | +30.01% | - |
| 3Y Return (annualized) | +16.09% | - |
| 5Y Return (annualized) | +9.95% | - |
| Top 10 Weight | 41.5%Best | 66.3% |
| Fund Family | Charles Schwab Asset Management | Warren Street Wealth Advisors, LLC |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 20, 2011 | Dec 10, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
SCHD vs WSGE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
SCHD vs WSGE Performance
Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and Warren Street Global Equity ETF (WSGE) is an ETF from Warren Street Wealth Advisors, LLC. Year to date, SCHD is up 26.13% versus a gain of 14.36% for WSGE.
Past performance does not guarantee future results.
Fees and Cost Over Time
SCHD charges 0.06% per year while WSGE charges 0.80%. On a $10,000 position that is $6 vs $80 annually, a gap of $74 per year that compounds over a long holding period. On income, SCHD currently yields 3.13% against 0.24% for WSGE.
Holdings Overlap
17.2% of SCHD's money is in holdings WSGE also owns. 0.4% of WSGE's money is in holdings SCHD also owns.
SCHD and WSGE share little of their money.
4 positions in common, counted across the 100 positions we hold weights for in SCHD and 135 in WSGE, against full books of 103 and 137.
What only one of them owns
Our book lists 126 positions for WSGE that do not appear in our book for SCHD (99.0% of the fund), and 94 for SCHD that do not appear in WSGE (82.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of SCHD and WSGE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCHD or WSGE?
SCHD has an expense ratio of 0.06% while WSGE charges 0.80%. SCHD is the cheaper option, by $74 a year on a $10,000 investment.
What is the holdings overlap between SCHD and WSGE?
17.2% of SCHD's money is in holdings WSGE also owns. 0.4% of WSGE's is in holdings SCHD also owns. They hold 4 positions in common, counted across the 100 positions we hold weights for in SCHD and 135 in WSGE.
Which pays a higher dividend, SCHD or WSGE?
SCHD yields 3.13% while WSGE yields 0.24%, so SCHD currently pays the higher dividend yield.
Is WSGE better than SCHD?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.5% of the fund in its ten largest positions against 66.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.